SWA
SOA Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 840 |
|
|
2024
Q2 | – | Sell |
-700
| Closed | -$21.8K | – | 857 |
|
|
2024
Q1 | $21.8K | Buy |
700
+200
| +40% | +$6.24K | ﹤0.01% | 436 |
|
|
2023
Q4 | $15.7K | Hold |
500
| – | – | ﹤0.01% | 460 |
|
|
2023
Q3 | $14.7K | Hold |
500
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $18.3K | Hold |
500
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $16.9K | Buy |
500
+200
| +67% | +$6.75K | ﹤0.01% | 451 |
|
|
2022
Q4 | $9.3K | Hold |
300
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 505 |
|
|
2022
Q2 | $11K | Buy |
300
+100
| +50% | +$3.67K | ﹤0.01% | 477 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 510 |
|